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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-10-14 |
Branch Locations
4594 Elkhart Rd, Elkhart, IN 46517 • United States
1751 W Lexington Ave, Elkhart, IN 46514 • United States
101 S Main St, Goshen, IN 46526 • United States
325 South Lake Street, Warsaw, IN 46580 • United States
2020 East Bristol Street, Elkhart, IN 46515 • United States
809 West Wayne Street, Middlebury, IN 46540 • United States
120 Sanford School Rd East, Elkhart, IN 46514 • United States
101 South Main, Goshen, IN 46526 • United States
4594 Elkhart Road, Elkhart, IN 46517 • United States
2804 East Center, Warsaw, IN 46580 • United States
133 N 4Th St, Lafayette, IN 47901 • United States
3944 Mccarty Lane, Lafayette, IN 47905 • United States
131 E Franklin St, Elkhart, IN 46516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interra Credit Union | Goshen | IN | 05/2015 | 09/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2015 | 09/2019 |
| Lpl Finacial Llc | Elkhart | IN | 10/2019 | Present |
| 1St Source Bank | Elkhart | IN | 10/2019 | Present |
1)10/14/19- 1st Source Asset Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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